Overview
This role supports Commercial Excellence for the Private Equity Performance Improvement practice, advising clients on revenue and margin improvement across portfolio companies.
Responsibilities
- Advise companies on Revenue & Margin Management, including:
- Margin transparency
- Product portfolio optimization
- SKU rationalization
- New product development
- Pricing and margin recovery
- Lead teams executing clients’ ongoing Revenue & Margin Management programs and delivering data-driven business insights.
- Own and manage end-to-end project execution, including roadmap design, team management, and development and presentation of final deliverables.
- Build and communicate analytical plans to uncover drivers of performance.
- Design actionable solutions and develop implementation plans for Revenue & Margin Management issues.
- Contribute to creation of intellectual property and internal team building.
- Stay current on advances in technology and related fields and apply learning to client problem-solving.
Margin Transparency
- Evaluate current cost allocation processes and mechanisms (cost categories, basis for allocation, etc.).
- Assess profitability by market, customer, product category, SKU, etc.
- Identify and quantify complexity-driven costs-to-serve (e.g., product customization, extra customer service, samples, expedited freight, special customer terms).
- Identify improvements for future product costing analyses (e.g., indirect cost allocations, costs-to-serve) and implementation.
- Assess and implement cost-to-serve premiums and targeted price adjustments; quantify impact on margin and profitability.
Product Portfolio Optimization
- Assess competitive landscape and customer trends.
- Evaluate product portfolio (financial measures, product life-cycle stage, competitive differentiation).
- Develop product-category specific sales and investment strategies and implementation plans.
SKU Rationalization
- Using Cost-to-Serve framework, identify low or negative net margin SKUs and evaluate opportunities for elimination.
- Evaluate potential for complexity reduction (e.g., SKU rationalization).
- Implement SKU rationalization and complexity reduction initiatives.
Price Optimization
- Assess pricing strategies and quantify profitability opportunities through pricing levers such as:
- Value price setting
- Transactional price management (e.g., leakage, discounts, escalators)
- Pass-through (inflation, material costs)
- Assess pricing discipline across products, markets, and customers.
- Evaluate and improve pricing process (e.g., price setting, target profitability, approval process for discounts).
- Assess and implement broad-based and selective price increases based on market factors, competitive situations, existing contracts, etc.
- Evaluate whether margin improvements come from volume, price, or mix.
Margin Recovery
- Review costs to serve market value and potential for pass-through.
- Identify and implement specific recovery opportunities for complexity drivers.
- Assess current pricing/quoting processes for recovering costs to serve; implement improvements.
Professional Skills
- Project Fulfillment: Apply creative problem solving and analytical rigor to generate actionable insights (e.g., margin transparency, pricing analysis, reporting frameworks and dashboards, B2B/B2C customer segmentation, statistical modeling).
- Data Manipulation & Analysis: Use tools such as MS Excel, SQL Server, BI tools (Alteryx or Tableau), and statistical programs (SPSS or R).
- People & Team Leadership: Motivate, develop, and challenge project team members; provide value-added thinking and mentorship for junior team development.
- Client Relations: Manage day-to-day client relationships; collaborate on requirements, hypotheses, data gathering, brainstorming alternatives, and recommendations.
Requirements
- Industry experience in B2B and Business Services; experience working with PE and/or PE relationships is a plus.
- Strong financial acumen, including understanding of P&L and cost drivers.
- 7–10 years of experience focused on Revenue & Margin, including developing and implementing pricing processes and methodology.
- Experience with pricing aspects including value-based pricing, transactional price management, discount leakage, and pass-through; knowledge of review and approval processes; waterfall analysis; and tools such as Vendavo.
- Analytical mindset and experience with tools/technologies including:
- Relational databases (SQL)
- BI tools (Alteryx, Tableau)
- Statistical tools (SPSS, R)
- Web analytics (SiteCatalyst, Google Analytics)
- Strong quantitative mindset plus excellent communication and interpersonal skills.
- Exceptional project management and presentation skills.
- Outstanding people development and management skills; ability to lead junior team members and guide career growth.
- Demonstrated experience providing intellectual and task leadership on complex projects.
- Ability to work independently in an unstructured environment; ability to think quickly and respond with confidence and creativity.
- Consulting experience preferred (not required).
- MBA from a top-tier university preferred (not required).
Compensation & Benefits
- Salary range: $125,000–$190,000 annually, dependent on education, experience, skills, and geography.
- Discretionary bonus program based on factors including individual and firm performance; ask recruiter for details.
Full-time (30+ hours/week)
- Healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages (rates determined from time to time).
- 401(k) retirement plan with a discretionary contribution (eligibility requirements apply).
- Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
- Vacation and personal days vary based on tenure and role type.
Part-time (Under 30 hours/week)
- 401(k) retirement plan with a discretionary contribution (eligibility requirements apply).
Location
- Open to all U.S. locations.
Additional Information
- Candidates are considered as they apply on an ongoing basis until the opportunity is filled.
- No lie detector tests are required or administered as a condition of employment or continued employment.